Consumer

Title Date
AEO - Preannouncing Q4 OpProfit beat w/weaker Revs; F23 Targets Revs $5.5B (Aerie $2B) & OpProfit $550M/10%; Analyst Mtg @ 11amET 2021-01-21
Consumer News AMC - Pre-CC Cons. Spending takeaways from DFS, Wayfair & Restaurants/BlackBox 2021-01-20
EAT – What Are “Other Business Updates”? Mgmt Changes Boiler Plate Language In Earnings Date Press Release (just hit at 4:30pmET) To Add Line “The company may also provide other business updates.” 2021-01-20
Consumer – Afternoon News: GHRA Weather Call Tom, Restaurants, ABNB, Belk, Retail/Consumer/Lidl, Corp Taxes, AMZN/Reliance 2021-01-20
PG shrs dn 1% – Key Conf. Call Takeaways     2021-01-20
Stimulus – Punchbowl’s Jake Sherman “We are now hearing that the House next week may pass new legislation to provide money for vaccines and direct payments for individuals and families." 2021-01-20
JR's Consumer Daily – 1.20.21 2021-01-20
Burberry shrs +1.5% (off earlier highs) - Reports FQ321/Dec-Q Slight Sales Miss However Upbeat Tone Re F2H GMs 2021-01-20
PG - Q beats on EPS driven by better topline, GMs & SG&A; Raising F21 EPS guide driven by better org revs, lower headwinds from FX & higher share repo, partially offset by higher commodity & freight costs 2021-01-20
Hugo Boss – Frasers Group increasing stake to ~15.2% economic exposure (from 10.1% on 6/29/20) 2021-01-19
GPC - Comments from D. Bilson; "Successionary winds blow gently across GPC."  2021-01-19
Retail – Quick Thoughts On Underperformance Today (Retail dn ~1% vs. SPX +0.5%) 2021-01-19
Consumer Spending/Stimulus – Key Takeaways from BAC’s Q420 Earnings CC; Stimulus (~30% spent-to-date), Dec/1HJan Cons. Spending Trends; Important Point To Realize Re Consumer Spending Datapoints; Q1/Deferral-Impacted Card NCO Dynamic To Note 2021-01-19
Consumer Spending/Stimulus – Comments from BAC CEO; Ests ~30% of Stimulus funds spent so far (vs. WFC on Fri est ~50%); 1H Jan Consumer Spending +6.7% (vs. Dec. +8%) with Debit/Credit +5.6% 2021-01-19
JR's Consumer Daily – 1.19.21 2021-01-19
Consumer – Monday News Headlines 2021-01-18
Consumer - Weekend News + Some Pieces From This Week You May Have Missed 2021-01-17
PurposeBuilt Brands (PBLT) – Quick Takeaways from S-1 2021-01-17
Retail/Credit Card Income - Read-through from Citigroup Q420 Earnings; The Case For Another Year Of Credit Income P&L Upside Surprises Continues To Build 2021-01-15
Consumer Spending – NPD Weekly Gen Merch Tracker For 1/9-end Week Surges to +27% y/y As Stimulus Check Spending Takes Hold 2021-01-15

Contact us here for help accessing content or arranging a relationship with our firm.